Job Description
Join WealthForge Financial Partners as a Financial Advisor and transform lives through wealth management! We're seeking ambitious professionals to build client portfolios in Austin's thriving market. Enjoy competitive weekly pay, uncapped commission potential, and comprehensive training. Our hybrid model offers 3 days in-office flexibility with remote work options. Grow your career while making tangible impacts on clients' financial futures.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain client relationships through strategic consultations
- Analyze market trends to optimize investment portfolios
- Drive new business development through networking and referrals
- Comply with FINRA regulations and SEC guidelines
- Utilize CRM systems for client relationship management
- Collaborate with wealth management team on complex cases
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & 66/65/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning or advisory experience
- Proven track record in client acquisition and retention
- Strong analytical skills with market research capabilities
- Exceptional communication and presentation abilities
- Texas state insurance license (life/health)
- Proficiency in financial planning software (e.g., MoneyGuidePro)